Purchases and Sales Made in Q1 2025 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.41K+ 6.29% |
$153K - $156K
|
142K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.37K+ 6.91% |
$152K - $155K
|
129K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.14K+ 13.53% |
$130K - $133K
|
59.9K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.11K+ 32.24% |
$129K - $132K
|
29.1K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.06K+ 7.06% |
$128K - $131K
|
107K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.89K+ 1.22% |
$125K - $128K
|
570K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.65KNew |
$103K - $105K
|
5.65K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 2.13% |
$91.2K - $93.2K
|
241K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.14K+ 32.03% |
$75.2K - $76.8K
|
17K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.13KNew |
$75K - $76.7K
|
4.13K
$76.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.68K+ 5.77% |
$66.9K - $68.4K
|
67.5K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.23KNew |
$58.7K - $60K
|
3.23K
$60K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.09K+ 21.59% |
$56.2K - $57.5K
|
17.4K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.86KNew |
$52K - $53.2K
|
2.86K
$53.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.76K+ 2.2% |
$50.2K - $51.3K
|
128K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.04K+ 3.75% |
$37K - $37.8K
|
56.3K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.83KNew |
$33.2K - $33.9K
|
1.83K
$33.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.82K+ 2.56% |
$33.2K - $33.9K
|
73.1K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.59KNew |
$29K - $29.6K
|
1.59K
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.53K+ 3.41% |
$27.7K - $28.3K
|
46.2K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1K+ 1.71% |
$18.2K - $18.6K
|
59.5K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
905+ 1.11% |
$16.5K - $16.8K
|
82.5K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
755+ 1.64% |
$13.7K - $14K
|
46.7K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
627New |
$11.4K - $11.6K
|
627
$11.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
620+ 1.9% |
$11.3K - $11.5K
|
33.3K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
602New |
$10.9K - $11.2K
|
602
$11.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
600+ 4.78% |
$10.9K - $11.1K
|
13.2K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
574+ 0.52% |
$10.4K - $10.7K
|
112K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
525+ 0.4% |
$9.54K - $9.75K
|
131K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
523New |
$9.51K - $9.72K
|
523
$9.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.09K - $9.29K
|
500
$9.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 0.76% |
$7.27K - $7.43K
|
53.1K
$988K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
343New |
$6.24K - $6.37K
|
343
$6.38K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
343+ 1.05% |
$6.24K - $6.37K
|
33K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 2.46% |
$6.13K - $6.26K
|
14K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201New |
$3.65K - $3.73K
|
201
$3.74K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
178+ 0.94% |
$3.24K - $3.31K
|
19K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
134+ 1.1% |
$2.44K - $2.49K
|
12.3K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
116+ 1.78% |
$2.11K - $2.16K
|
6.65K
$124K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63+ 1.11% |
$1.15K - $1.17K
|
5.76K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.08% |
$200 - $204
|
14.2K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.01% |
$18.2 - $18.6
|
12.7K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-11- 0.07% |
$200 - $204
|
14.7K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 0.39% |
$1.36K - $1.39K
|
18.9K
$352K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-200- 0.14% |
$3.64K - $3.72K
|
144K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-272- 22.72% |
$4.94K - $5.05K
|
925
$17.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.18K- 0.61% |
$21.5K - $21.9K
|
192K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.38K- 1.2% |
$25K - $25.5K
|
113K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.38K- 3.48% |
$25.1K - $25.6K
|
38.2K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.89K- 7.35% |
$34.3K - $35K
|
23.8K
$442K
|